Thoughts on likely EB ?

So , we’ll find out next week - but curious what folks are thinking about potential EB.

Clearly the revenue / profit numbers are toast - but we did some launches , fired Pat (oh maybe that wasn’t a goal) , surely closed some kind of foundry deal …. Defo fired a lot of people , sold some property etc.

Do you think they will try to fudge it a bit so people get some kind of bonus , or are we all sc--wed?

Due to the exec culture and personal exposure to EB , I’m assuming they will do all they can feather their own nests ? Or will the board actually call BS and make everone suffer ? Impact on retention will be interesting!

My guess is EB will be at 30-40% - based on the soft goals.

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Don’t spend it all on one place folks

Getting hung up on terminology is silly, at a company that keeps coming up with new names for the same thing.

Nothing wrong with EB. I knew what they were asking.

There are much bigger questions in everyone’s mind rather than just EB. Hope OP you understand that …

I believe OP is fishing any insider information prior to the earnings call

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If you don’t know what EB is then you have no relevance to actually accomplishing it’s goals…a true sign that you have employees cashing paychecks not driving the results

Very broken….

Entitlements are a cancer”

EB isn’t a thing dummy. We have QPB and APB.

Dummies are a cancer.

Take care of the book work plz. While you are at it make sure to order more syrup for the fizzy beverages and we are running low on cups.

If you don’t know what EB is then you have no relevance to actually accomplishing it’s goals…a true sign that you have employees cashing paychecks not driving the results

Very broken….

Entitlements are a cancer

I don't think revenues have moved too much. The whole sector has been soft and Intel is the weakest.

But the cost side may show some surprises. Clearly they are working down headcount even now. Foundry is more focused on cost than it ever has been.

Beyond the bonuses, they may have sold off MBLY, based on the crazy crash it put in recently, and other asset sales appear to be more than mere announcements, so there will likely be some status update on that.

Reducing the company to core operations would be a big plus for the stock, as it would enable the debt level to be reduced and future capital needs to be reduced as well.

At this point that appears to be the most interesting thing about what the company is doing. Down the road the 18A ramp and foundry customers will be key, and who knows, maybe they will have a product able to generate some revenue growth (but x86 appears to be rapidly losing to ARM).

EB = early bullsh it.

Q4 mid, average, and high earnings estimates (found on yahoo) are $0.09, $0.12, and $0.16 per share, respectively. That would be a quarter similar to Q1'24, which was the highest quarterly EBITDA since Q3'22...

There is a financial incentive for Intel to "just meet" earnings and show so-so gross margins, revenue, etc., as laid off employees are owed pro-rated APB for 2024. I strongly suspect, though, Intel included that number in its Q3 write-down.

Low payout of APB will be another catalyst for remaining top talent to move on, so Intel will have to be careful.

Earnings beat I guess

WTF is EB? Can we move away from these d-mb acronyms?

Thread regarding Intel Corp. layoffs

Thoughts on likely EB ?

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